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Kurt F. Somerville’s Salesforce CRM Stock Holding History

Kurt F. Somerville’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.13M Buy
18,824
+3,635
+24% +$991K 0.86% 32
2025
Q1 		$4.08M Buy
15,189
+6,638
+78% +$1.78M 0.71% 33
2024
Q4 		$2.86M Buy
+8,551
New +$2.86M 0.48% 38